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Disclosery

13F-HR filed by MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-09, with 66 holding rows worth $404,431,325.

Accession
0001475271-25-000006
Filer
CIK 1475271
Filed
2025-04-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 66 entries on the cover page, a total value of $404,431,325 stated on the cover page (in dollars after the unit check, H1), rows summing to $404,431,325 with VALUE read as dollars as filed, 13F file number 028-13687. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FLEXSHARES TR33939L407MORNSTAR UPSTR1,072,627$41,628,669dollars as filed
VANGUARD MALVERN FDS922020805SHS639,687$31,920,379dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S1,114,261$30,519,613dollars as filed
Vanguard Small-Cap ETF922908751SHS115,943$25,710,335dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS39,526$22,209,618dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF85,521$21,981,463dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L811,340$19,155,732dollars as filed
Vanguard Real Estate922908553SHS204,780$18,540,810dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF365,718$18,146,930dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM403,826$16,338,811dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF376,107$15,819,065dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL398,795$14,412,465dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS253,550$12,887,961dollars as filed
VWO922042858SHS259,796$11,758,375dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS360,414$11,100,748dollars as filed
Vanguard FTSE Europe ETF922042874SHS131,004$9,197,771dollars as filed
Vanguard FTSE Pacific ETF922042866SHS125,471$9,091,638dollars as filed
iShares Russell 2000 ETF464287655SHS39,610$7,901,791dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD93,356$7,409,674dollars as filed
ISHARES TR464288414NATIONAL MUN ETF67,564$7,123,948dollars as filed
WISDOMTREE TR97717W703INTL EQUITY FD112,739$6,556,325dollars as filed
ISHARES TR464287465MSCI EAFE ETF62,587$5,115,236dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS36,308$4,197,244dollars as filed
Vanguard Short-Term Bond ETF921937827SHS47,918$3,750,995dollars as filed
IJH464287507COM63,854$3,725,870dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL101,966$3,691,186dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF38,491$1,771,375dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS75,114$1,759,921dollars as filed
JPMorgan Chase & Co46625H100COM5,976$1,465,913dollars as filed
Procter & Gamble Co742718109COM8,372$1,426,756dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT14,194$1,406,909dollars as filed
Vanguard High Dividend Yield ETF921946406SHS10,689$1,378,407dollars as filed
INVESCO EXCH TRADED FD TR II46138E719BLOO EN ANGE ETF51,862$936,621dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM80,932$924,239dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND18,442$900,707dollars as filed
Johnson & Johnson478160104COM5,377$891,722dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS3,406$833,352dollars as filed
VANECK ETF TRUST92189F486IG FLOA RATE ETF30,657$783,287dollars as filed
General Electric Company369604301COM3,633$727,145dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock7,200$661,464dollars as filed
SPY78462F103SHS1,151$643,858dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS25,326$593,135dollars as filed
INVESCO EXCHANGE TRADED FD T46137V134WILDERHIL CLAN33,240$523,198dollars as filed
ISHARES TR46435G516COM5,732$468,247dollars as filed
Berkshire Hathaway Inc084670702COM877$467,073dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF20,000$391,800dollars as filed
ISHARES INC MSCI GERMANY ETF464286806MSCI GERMANY ETF9,800$363,384dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,460$362,095dollars as filed
ISHARES INC46434G863COM9,520$332,724dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,244$329,368dollars as filed
EXXON MOBIL CORP30231G102COM2,505$297,920dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD9,086$290,389dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD6,683$281,221dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS7,289$279,970dollars as filed
GE Vernova Inc.36828A101COM908$277,194dollars as filed
Vanguard S&P 500 ETF922908363COM538$276,484dollars as filed
iShares Core Dividend Growth ETF46434V621SHS4,466$275,930dollars as filed
iShares Floating Rate Bond ETF46429B655SHS5,350$273,118dollars as filed
ISHARES TR46435G425COM2,156$262,838dollars as filed
PHILLIPS 66 COM718546104Stock2,096$258,814dollars as filed
VTI922908769COM941$258,514dollars as filed
AT&T Inc00206R102COM8,707$246,234dollars as filed
CORTEVA INC COM22052L104Stock3,900$245,427dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS2,700$240,273dollars as filed
WISDOMTREE TR97717W588US LARGECAP FUND3,730$221,114dollars as filed
SMUCKER J M CO832696405COM NEW1,778$210,533dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001475271-25-000006this filing2025-04-09acceptance time not in the bulk data set